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Testimonials for Pat Murphy

"It was a revelation to my wife and I that we hadn’t updated our Wills! Things had changed over the years and we needed an expert to properly plan and protect our estate and bring our Wills up to date. Family Testamentary Trusts Planning is the best option to ensure that our family is protected from excessive taxes, clawbacks and claims."
A.M., client

"I appreciated Pat Murphy’s sensitivity and professionalism in helping my mother develop an effective estate plan. His tax efficient solution successfully addressed our desire to reduce taxes, maintain control and protect the family assets for future generations. Pat’s  unique process provides peace of mind and solutions. I recommend it to my clients."
Grant Fowlie, Investment Representative, Edward Jones.


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